See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,044 | $82,286-87.8% | $68,791-85.4% | $134,475-92.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.45% | -2.19%-19.3pp | -6.38%-15.1pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,342 | $3,301-29.0% | $2,655-11.8% | $4,740-50.6% |
| Participant deferral / active EE | $3,681 | $4,739-22.3% | $3,941-6.6% | $6,400-42.5% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |